TVWM
Tower View Wealth Management Portfolio holdings
AUM
$193M
This Quarter Return
+4.29%
1 Year Return
+20.82%
3 Year Return
+110.21%
5 Year Return
+156.07%
10 Year Return
–
AUM
$117M
AUM Growth
+$117M
(+4%)
Cap. Flow
+$63.9K
Cap. Flow
% of AUM
0.05%
Top 10 Holdings %
Top 10 Hldgs %
33.41%
Holding
152
New
8
Increased
54
Reduced
32
Closed
13
Top Buys
| 1 |
Microsoft
MSFT
|
$2.01M |
| 2 |
XLNX
Xilinx Inc
XLNX
|
$1.61M |
| 3 |
Delta Air Lines
DAL
|
$1.18M |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
$1.18M |
| 5 |
Mercado Libre
MELI
|
$901K |
Top Sells
| 1 |
Becton Dickinson
BDX
|
$2.08M |
| 2 |
iShares Russell 2000 Value ETF
IWN
|
$2.08M |
| 3 |
TotalEnergies
TTE
|
$1.94M |
| 4 |
A.O. Smith
AOS
|
$1.55M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$1.2M |
Sector Composition
| 1 | Industrials | 16.65% |
| 2 | Healthcare | 11.76% |
| 3 | Financials | 9.04% |
| 4 | Technology | 7.77% |
| 5 | Consumer Discretionary | 7.63% |
